izzi Accelerates Strategic Fiber Broadband Expansion with Harmonic

Rhea-AI Summary

Harmonic (NASDAQ: HLIT) announced that izzi, Mexico's largest MSO and part of Televisa Group, selected Harmonic's cOS virtualized broadband platform and Pearl R-OLT modules to support a strategic, multi-year fiber expansion across Mexico.

The deployment uses Oyster outdoor node enclosures, integrates third-party ONTs under an Open ONT strategy, and aims to lower hardware, power and CPE costs while minimizing customer disruptions during phased rollouts.

Positive

• Major operator win: izzi selects Harmonic cOS for fiber expansion in Mexico
• Scale evidence: cOS powers more than 41 million CPE devices worldwide
• Operational savings: Remote OLT and Oyster enclosures reduce power, space and hardware needs

Negative

• None.

News Market Reaction – HLIT

+1.58%

8 alerts

+1.58% Session close to close

+10.8% Peak in 16 hr 7 min

$1.20B Market Cap

0.0x Rel. Volume

In the Feb 20 session, HLIT gained 1.58%, reflecting a mild positive market reaction. Argus tracked a peak move of +10.8% during that session. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement underscores Harmonic’s Broadband focus by adding izzi, Mexico’s largest MSO, as a ...

Analysis

This announcement underscores Harmonic’s Broadband focus by adding izzi, Mexico’s largest MSO, as a strategic fiber customer using the cOS platform that already supports over 41 million CPE devices. It follows recent milestones such as strong Q4/FY2025 results and the pending $145M Video business sale. Investors may track follow‑on wins, deployment pace with izzi, and how these projects contribute to the company’s stated Broadband revenue guidance.

Key Figures

Global CPE footprint: more than 41 million CPE devices Mobile World Congress dates: March 2–5

2 metrics

Global CPE footprint more than 41 million CPE devices cOS platform deployment worldwide across multiple regions

Mobile World Congress dates March 2–5 Timing of Harmonic’s fiber broadband showcase in the MIRO room

Historical Context

5 past events · Latest: Feb 19 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Feb 19	Q4/FY2025 earnings	Positive	+0.6%	Reported strong Broadband revenue, higher backlog and FY2026 guidance with Video sale update.
Jan 20	Earnings date set	Neutral	+3.0%	Announced timing of Q4 and FY2025 results and related webcast logistics.
Dec 16	Customer deployment win	Positive	-0.4%	Czech TV adopted Harmonic’s XOS and EyeQ to modernize streaming workflows.
Dec 08	Business sale terms	Positive	+6.4%	MediaKind agreed to acquire Harmonic’s Video business for about $145M with strong revenue outlook.
Dec 08	Strategic refocus	Positive	+6.4%	Harmonic detailed pending Video business sale to sharpen Broadband focus and bolster balance sheet.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Positive corporate and strategic news has often coincided with favorable price reactions, while some deployment wins have seen muted or contrary trading.

Recent Company History

Over the last few months, Harmonic has pivoted toward its Broadband focus while advancing key customer wins. The pending sale of the Video business for approximately $145M and related updates on Dec 8, 2025 drove strong positive moves of 6.4%. Subsequent deployment news, like the Czech TV streaming upgrade on Dec 16, 2025, saw a slight negative reaction. The latest Q4 and FY2025 results on Feb 19, 2026 showed solid Broadband growth and guidance, with a mild positive price move, providing context for today’s fiber expansion announcement with izzi.

Key Terms

virtualized broadband platform, optical line termination, cpe

3 terms

virtualized broadband platform technical

"Harmonic's industry-leading cOS™ virtualized broadband platform as one of the solutions"

A virtualized broadband platform is a software-based system that replaces many physical network boxes with programs running on common servers, letting an internet provider deliver and manage broadband services more like apps on a phone than custom hardware. For investors, it matters because this shift can cut capital and operating costs, speed deployment of new services, and improve scalability and margins—factors that influence future revenue growth, profit potential, and competitive position.

optical line termination technical

"Pearl Remote Optical Line Termination (R-OLT) modules within Oyster outdoor compact node enclosures"

An optical line termination (OLT) is the central hardware at a service provider’s facility that converts data between the company’s backbone network and customers’ fiber lines, and controls how bandwidth is shared among subscribers. Think of it as a train station dispatcher that directs traffic, ensures connections, and allocates capacity; its performance and upgrade costs influence network speed, customer experience, operating expenses and future revenue potential, so investors watch it as a driver of capital needs and service competitiveness.

cpe technical

"select the CPE devices that best address its requirements"

Carbapenemase-producing Enterobacteriaceae (CPE) are bacteria that have evolved an enzyme blocking carbapenems, a class of last-resort antibiotics, making infections hard to treat. For investors, CPE signals higher demand for better diagnostics, new antibiotics and infection-control products, and potential regulatory and cost pressures on hospitals and drug developers—similar to a leak that forces a building owner to invest in new repairs and safety systems.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Harmonic's cOS Virtualized Broadband Platform Is Simplifying Fiber Rollouts, Lowering Infrastructure Spend, and Delivering Exceptional Broadband Experiences

SAN JOSE, Calif., Feb. 19, 2026 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) announced today that izzi, the largest MSO in Mexico and a subsidiary of the Televisa Group, has selected Harmonic's industry-leading cOS™ virtualized broadband platform as one of the solutions for its strategic fiber broadband expansion. As part of its broader technology ecosystem, Harmonic's broadband solutions will accelerate a transformative leap for izzi to deliver reliable fiber connectivity for residential and commercial customers across Mexico, setting a new benchmark for broadband experiences in the region.

"Bringing fiber to our broadband service areas is an ambitious initiative that allows our subscribers to enjoy blazing-fast internet speeds, rock-solid reliability and access to next-generation services", said Israel Madiedo, Director of Innovation and Technology at izzi. "Harmonic's innovative solutions, proven expertise, market stability and unwavering support are essential to ensuring our smooth transition to fiber. This evolution is key as we launch new service offerings and lead the broadband transformation in Mexico."

izzi is deploying Remote OLT technologies, including Harmonic's cOS virtualized broadband platform with Pearl Remote Optical Line Termination (R-OLT) modules within Oyster outdoor compact node enclosures for industry-leading power consumption and PON port density. The solution streamlines the operator's migration to fiber while minimizing hardware requirements and delivering significant power, space and cost savings.

Harmonic integrated izzi's preferred third-party ONTs in alignment with its Open ONT strategy, lowering total cost of ownership by eliminating vendor lock-in and empowering izzi with the flexibility to select the CPE devices that best address its requirements. By enabling izzi to elevate operational efficiency, leverage existing infrastructure and lower CPE costs, Harmonic is reducing the network investments typically associated with fiber rollouts.

To accelerate fiber rollouts and minimize customer service disruptions during the multi-year phased deployment, Harmonic is providing izzi with engineering services along with supply chain and field resources. Harmonic's broadband solutions are tailored to izzi's technical and operational requirements, ensuring optimal performance across the operator's network architecture and aligning seamlessly with its service goals.

"The initiative marks a significant milestone in the partnership between izzi and Harmonic, strengthening our collaboration and driving long-term value for subscribers and communities across Mexico," said Nimrod Ben-Natan, President and CEO at Harmonic. "Powered by software, our market-leading broadband solutions will enable izzi to build the foundation for sustained innovation and subscriber satisfaction."

Harmonic's market-leading cOS platform powers next-gen broadband services through more than 41 million CPE devices worldwide for leading operators in North America, Europe, Latin America and Asia. 

Harmonic will showcase its fiber broadband innovations at Mobile World Congress, March 2-5, in the MIRO room. More information about Harmonic and the company's solutions is available at www.harmonicinc.com/broadband/solutions/fiber-for-telcos

About Harmonic
Harmonic (NASDAQ: HLIT), the worldwide leader in virtualized broadband and video delivery solutions, enables media companies and service providers to deliver ultra-high-quality video streaming and broadcast services to consumers globally. The company revolutionized broadband networking via the industry's first virtualized broadband solution, enabling operators to more flexibly deploy gigabit internet services to consumers' homes and mobile devices. Whether simplifying OTT video delivery via innovative cloud and software platforms, or powering the delivery of gigabit internet services, Harmonic is changing the way media companies and service providers monetize live and on-demand content on every screen. More information is available at www.harmonicinc.com. 

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Statements concerning Harmonic's business and the anticipated capabilities, advantages, reliability, efficiency, market acceptance, market growth, specifications and benefits of Harmonic products, services and technology are forward-looking statements. These statements are based on our current expectations and beliefs and are subject to risks and uncertainties, including the risks and uncertainties more fully described in Harmonic's filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the year ended Dec. 31, 2024, its Quarterly Reports on Form 10-Q and its Current Reports on Form 8-K. The forward-looking statements in this press release are based on information available to Harmonic as of the date hereof, and Harmonic disclaims any obligation to update any forward-looking statements.

Harmonic, the Harmonic logo and other Harmonic marks are owned by Harmonic Inc. or its affiliates. All other trademarks referenced herein are the property of their respective owners.

View original content to download multimedia:https://www.prnewswire.com/news-releases/izzi-accelerates-strategic-fiber-broadband-expansion-with-harmonic-302693048.html

SOURCE Harmonic Inc.

FAQ

What did izzi announce about its fiber rollout with Harmonic (HLIT) on February 19, 2026?

izzi selected Harmonic's cOS virtualized broadband platform and Pearl R-OLT modules to accelerate fiber expansion. According to the company, the solution reduces hardware needs and integrates third-party ONTs to lower total cost of ownership.

How will Harmonic's cOS platform reduce costs for izzi (HLIT)?

The cOS deployment uses Remote OLTs and Oyster enclosures to cut power and hardware requirements. According to the company, this approach lowers CPE and infrastructure expense and minimizes vendor lock-in through an Open ONT strategy.

Will the izzi fiber deployment with Harmonic (HLIT) disrupt customer service?

Harmonic is providing engineering, supply chain and field resources to minimize disruptions during the phased rollouts. According to the company, these services aim to accelerate deployments and reduce customer-impact risks over the multi-year program.

What technology components are included in izzi's Harmonic (HLIT) solution?

The solution includes Harmonic's cOS platform, Pearl Remote OLT modules and Oyster outdoor compact node enclosures. According to the company, the stack delivers high PON port density and industry-leading power consumption.

How does Harmonic's Open ONT strategy affect izzi (HLIT)?

Open ONT integration lets izzi use preferred third-party ONTs without vendor lock-in. According to the company, this flexibility lowers total cost of ownership and allows selection of CPE that matches local requirements.

What scale does Harmonic claim for its broadband platform relevant to the izzi (HLIT) deal?

Harmonic states its cOS platform powers over 41 million CPE devices worldwide, showing deployment scale. According to the company, this footprint supports operators across North America, Europe, Latin America and Asia.